-61.1%
FISV vs B
+70.0%
-131.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.2% | +2.7% | +0.3% |
| 7D | -0.3% | -1.6% | +1.3% | -0.5% |
| 30D | -2.1% | +9.4% | -11.5% | -1.1% |
| 3M | -5.7% | +5.0% | -10.7% | -4.8% |
| 6M | -15.3% | -3.5% | -11.8% | -14.9% |
| YTD | -21.1% | +4.5% | -25.6% | -20.2% |
| 1Y | -61.1% | +67.8% | -128.9% | -58.1% |
| All | -61.1% | +70.0% | -131.0% | -58.1% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded B wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling